Retirement Management Systems’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.57M Buy
6,106
+99
+2% +$72.1K 0.94% 30
2026
Q1
$3.92M Sell
6,007
-166
-3% -$113K 0.95% 28
2025
Q4
$4.23M Buy
+6,173
New +$4.19M 1.08% 31

Other funds holding IVV

Retirement Management Systems's IVV Position: Q2 2026 in Review

Retirement Management Systems increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $72.1K and bringing the position to 6,106 shares worth $4.57M. The position accounts for 0.94% of the portfolio, ranked #30.

Retirement Management Systems first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Retirement Management Systems held 6,106 shares of iShares Core S&P 500 ETF worth $4.57M as of Q2 2026.
  • Retirement Management Systems bought 99 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $72.1K.
  • iShares Core S&P 500 ETF made up 0.94% of Retirement Management Systems's portfolio in Q2 2026, its #30 holding.
  • Retirement Management Systems first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Retirement Management Systems's 13F filing for Q2 2026, filed 21 Jul 2026.